Unlock Hidden Savings
in Your Business
We help hospitality groups recover unclaimed tax credits and incentives with a quick, no-risk review.
Expertise in Tax Credits & Incentives
We help hospitality and restaurant groups uncover federal and state tax credits they may be missing. Our team has guided operators nationwide through WOTC and other incentive programs — saving businesses thousands per eligible employee.
Our Offerings
Every year, businesses leave thousands of dollars in unclaimed credits on the table. Our job is simple: find them, secure them, and keep your savings flowing. With quick reviews and full compliance support, we make the process easy from start to finish.
Hiring Credits (WOTC)
We help hospitality and restaurant groups capture the federal Work Opportunity Tax Credit (WOTC), worth up to $2,400–$9,600 per eligible hire. Most operators miss out — our process makes it simple.
Property Tax Incentives (Cost Segregation)
Own or lease commercial property? Cost segregation can accelerate depreciation and unlock tens of thousands in tax savings. Our specialists run a free review to see what’s possible.
Compliance & Filings
We handle the forms and reporting so your team doesn’t have to. From IRS paperwork to state filings, we ensure your credits are claimed correctly and on time.
Ongoing Savings Monitoring
Hiring and operations change every month. We provide continuous reviews to ensure you never leave credits unclaimed — maximizing value year after year.
See What Our Customer Say About Us
Michael R. – Multi-Unit Franchise Owner
"We had no idea how many hiring credits we were missing. The review took less than 15 minutes, and within weeks we saw real savings. This is a no-brainer for any franchise group."
Brian T. – Hotel General Manager
"The process was simple and clear. Our team is busy running day-to-day operations, so having experts handle the credits was a huge relief. We’re now capturing benefits we never claimed before."
David L. – Restaurant Group CFO
"I was skeptical at first, but the numbers don’t lie. The review uncovered credits worth thousands per employee. This is one of the easiest wins we’ve had for our business."
Frequently Asked Questions
Find answers to common inquiries about our financial advisory services.
What is the Work Opportunity Tax Credit (WOTC)?What Services Do Financial Advisors Provide?
The Work Opportunity Tax Credit is a federal program that rewards businesses for hiring employees from certain groups. Each eligible hire can bring $2,400–$9,600 in tax credits back to your business.
Do I qualify for these credits?
If you run a restaurant, hotel, resort, or hospitality group and hire hourly staff, there’s a strong chance you qualify. Most operators we review are missing credits they didn’t know about.
Isn’t my accountant already handling this?
In most cases, CPAs focus on filing taxes — not on processing the detailed forms WOTC requires. That’s why 70% of eligible businesses miss out. We work alongside your CPA to make sure credits are captured correctly.
How long does the review take?
Our eligibility review takes about 10 minutes. We’ll quickly tell you whether your staff qualifies and how much you could recover.
How much can my business actually save?
It depends on your staff. On average, restaurant and hospitality groups save tens of thousands of dollars per year. The more locations and hires you have, the greater the opportunity.
What does it cost to get started?
The review is free. If you qualify and decide to move forward, our partner providers work on a success-based model — meaning you don’t pay unless credits are actually recovered.